Using Top Menu Options in the Financial Package
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Using Top Menu Options in the Financial Package
- 3 Minutes to read
- Print
- DarkLight
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Top Menu Options in the Financial Package
Add
Add section children, group children, and variables to create a reporting hierarchy.
New Group Child - Adds a folder under the selected folder. Organizes sections and provides various options in the Properties pane.
New Group Sibling - Adds a folder as a sibling to the selected folder. Organizes sections and provides various options in the Properties pane.
New Section Child- Adds a section as a child to the selected folder. Provides more options in the Properties pane.
New Section Sibling- Adds a section as a sibling to the selected folder. Provides more options in the Properties pane.
New Variable - Add a new variable to use in the creation of the report. Enter the name of the variable, and a description, and select a variable type.
Note:
Children fall under the current selected level and siblings reside at the same hierarchical level as the current selected level.
Note:
Use Drag and Drop functionality to move nodes from one parent to another, or reorganize the order of nodes. Click the node, press the primary mouse button, drag the node to the location, and release the mouse button.
Copy
Copy the active section or group (not the entire Financial Package report). Enter a code and name for the new section or group. Select the folder where you want the section or group to be located.
Note:
Use the Copy option in the File Cabinet to copy an entire Financial Package.
Preview
Preview a Financial Package section or group without generating the entire Financial Package report. When you click Preview, you will receive an option to open or save the section or group you want to preview. The Preview is generated in Microsoft Word or PowerPoint based on the Document Type selected in the Financial Package Properties pane.
How to Generate a Financial Package?
To Generate a Financial Package report, perform the following steps:
- Save the Financial Package report with updated changes.
- Click Generate from within the Financial Package interface to open the Financial Package Generate page. Determine where you want to place the output file and what kind of notification you want.
Email notification - Add email recipients to send a copy of the report.
Attach generated document to email - Include the report output in the status notification email.
Save to File Cabinet - Save the output document to a folder in the File Cabinet.
- Click OK on the Financial Package Generate page. A message will be displayed indicating that the Financial Package document has been created successfully. Click the link provided in the message to download the created Financial Package document.
Save - Save the file to your local system or a shared file system.
Open - Launch Microsoft Word (if not previously open) and render the Financial Package Output file. You will be prompted to save to a local or shared file when you close the document.
Cancel - Return to the Financial Package Report within the File Cabinet.
Note:
If a Dynamic Report in a Report Collection or Financial Package Publisher fails due to concurrent processes running or OLAP connectivity issues, Planful will automatically perform a reprocess. The maximum number of retries allowed is 3. With the Retry option, the chances of getting errors are reduced significantly. However, because these reports are re-run 3 times, the overall execution time is increased when errors are encountered.
Apply POV
Select this option to apply or remove Point of View (POV). You can modify the page level settings to display specific dimension members. If you apply the Point of View (POV) setting to a dimension and save the report, the applied POV setting is retained when you navigate to another page or log in to the application the next time.
When you open a shared report with POV settings defined by another user, the report is displayed with the applied POV setting.
Note:
If you are a read-only user, you can change the POV setting while running the report, but when you navigate to another page or login to the application the next time the changes will not be saved.
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